Senior Financial Analyst (Operations)

Job Description

Job Description

Description:

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. 

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

When you feel like you belong, work is no longer work – it's personal. At Paylocity, we believe better employees lead to better companies. Workplaces and cultures that care will build the future, and at Paylocity, we’re doing just that. Join us as we change the future and transform your career!

There are jobs and then there are careers . Since 1997, Paylocity has been hiring talented people, giving them big challenges, and providing the right resources to help them succeed. Our award-winning culture ensures all employees feel truly welcome, appreciated, and free to be themselves. While other companies talk about it, we make it happen. Join Paylocity and launch your career!

This is a fully remote position, allowing you to work from home or location of record within the U.S. with no in-office requirements. You must be available five days per week during designated work hours. The work arrangement for this role is subject to change based on business needs and individual performance. This may include adjustments to on-site requirements or schedule expectations, as necessary. 

Position Overview

The Senior Financial Analyst plays a critical role in supporting enterprise financial performance through advanced financial modeling, budgeting and forecasting. This role may be responsible for strategic pricing and monetization analysis. This role partners closely with business leaders to inform data-driven decisions related to revenue optimization, headcount and cost management, and long-range financial planning in a publicly traded, SaaS-based environment. The position provides regular exposure to senior leadership, including executive-level presentations and recommendations.

Primary Responsibilities 

The below represents the primary duties of the position, others may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Financial Planning & Analysis

• Prepare and maintain complex financial models, including forecasts for income statement, balance sheet, and cash flows.
• Partner with business leaders to develop annual budgets, rolling forecasts, and long-range financial plans for assigned P&L categories.
• Support monthly and quarterly close by preparing advanced analyses and reviewing work performed by junior analysts.
• Maintain and analyze key financial metrics, KPIs, and ratios to assess business performance, labor efficiency, capital investments, and profitability.
• Perform ad hoc financial modeling and analysis to support strategic initiatives and leadership decision-making.

Cross-Functional & Executive Partnership

• Serve as a trusted finance partner to leaders across Finance, Product, Sales, Human Resources, Marketing, and/or Operations.
• Support earnings guidance and external reporting processes through forecast preparation and analytical support.
• Prepare and maintain Balance Sheet & Statement of Cash Flows budget and forecasts.
• Present financial insights, pricing recommendations, and strategic analyses to senior leadership and executives.
• Act as a point of coordination for designated financial approval or governance processes as assigned.
• Maintain and update various financial metrics and ratios to assist management in the evaluation of business performance, including labor and capital expenditures.
• Partner with the business to prepare budgets and forecasts for assigned P&L categories
• Support the earnings release process, including the preparation of financial statement forecasts.
• Prepare the most complex areas of financial analysis for monthly and quarterly close; may require reviewing work completed by Financial Analyst I and Financial Analyst II.
• Other ad hoc analyses and financial modeling upon manager request.

Education and Experience

• 5+ years of corporate finance experience, exposure to a public company environment a plus.
• Strong quantitative, analytical, and financial modeling skills.
• Advanced proficiency in Microsoft Excel and PowerPoint; ability to synthesize complex analyses into executive-ready insights.
• Excellent written and verbal communication skills, with comfort presenting to senior leadership.
• Ability to lead cross-functional initiatives and influence without direct authority.
• High attention to detail with strong organizational and time-management skills in a fastpaced environment.
• Bachelor’s degree required with focus in Accounting or Finance preferred; other quantitative-focused majors may be considered.
• CPA or other professional designation strongly preferred.
• Big 4 public accounting experience preferred.

Physical & Technical Requirements

• Ability to sit for extended periods (typically 7–8 hours per day).
• Ability to use a computer, phone systems, and multiple software applications simultaneously.
• Ability to create, edit, and present digital materials and documentation.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. 

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. 

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact View email address on us.fitly.work. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. 

The base pay range for this position is $66,600 - $105,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via

Your personal data will be processed for recruitment purposes in accordance with our Notice of Privacy Practices for Job Applicants and applicable data protection laws. 

Requirements: